What is William Blair's Forecast for MSM Q3 Earnings?

MSC Industrial Direct Company, Inc. (NYSE:MSM - Free Report) - Investment analysts at William Blair upped their Q3 2025 earnings per share estimates for shares of MSC Industrial Direct in a research report issued on Tuesday, July 1st. William Blair analyst R. Merkel now expects that the industrial products company will post earnings per share of $1.08 for the quarter, up from their previous estimate of $1.05. The consensus estimate for MSC Industrial Direct's current full-year earnings is $3.57 per share. William Blair also issued estimates for MSC Industrial Direct's Q4 2025 earnings at $1.04 EPS, FY2025 earnings at $3.71 EPS, Q3 2026 earnings at $1.18 EPS, Q4 2026 earnings at $1.11 EPS and FY2026 earnings at $4.09 EPS.

Several other brokerages also recently issued reports on MSM. JPMorgan Chase & Co. upgraded MSC Industrial Direct from a "neutral" rating to an "overweight" rating and boosted their price objective for the stock from $73.00 to $89.00 in a research report on Tuesday, May 27th. Wolfe Research upgraded MSC Industrial Direct to a "strong-buy" rating in a research report on Sunday, April 6th. Industrial Alliance Securities set a $89.00 price target on MSC Industrial Direct in a research note on Tuesday, May 27th. Stephens raised their price target on MSC Industrial Direct from $85.00 to $90.00 and gave the company an "equal weight" rating in a report on Wednesday. Finally, Loop Capital upped their price objective on shares of MSC Industrial Direct from $74.00 to $84.00 and gave the stock a "hold" rating in a report on Wednesday. Three research analysts have rated the stock with a hold rating, one has assigned a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat, MSC Industrial Direct presently has a consensus rating of "Moderate Buy" and an average target price of $90.33.

MSC Industrial Direct Stock Performance

NYSE MSM traded up $0.36 on Thursday, hitting $89.97. The stock had a trading volume of 706,491 shares, compared to its average volume of 618,461. The company's 50-day moving average is $81.07 and its two-hundred day moving average is $79.51. MSC Industrial Direct has a one year low of $68.10 and a one year high of $90.85. The stock has a market cap of $5.01 billion, a price-to-earnings ratio of 25.42 and a beta of 0.87. The company has a quick ratio of 0.91, a current ratio of 1.92 and a debt-to-equity ratio of 0.21.

MSC Industrial Direct (NYSE:MSM - Get Free Report) last released its quarterly earnings results on Tuesday, July 1st. The industrial products company reported $1.08 EPS for the quarter, topping the consensus estimate of $1.03 by $0.05. The business had revenue of $971.15 million during the quarter, compared to analyst estimates of $969.72 million. MSC Industrial Direct had a net margin of 5.30% and a return on equity of 14.99%. The company's quarterly revenue was down .8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.33 earnings per share.

MSC Industrial Direct Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 23rd. Shareholders of record on Wednesday, July 9th will be given a $0.85 dividend. The ex-dividend date is Wednesday, July 9th. This represents a $3.40 dividend on an annualized basis and a yield of 3.78%. MSC Industrial Direct's dividend payout ratio (DPR) is 96.05%.

Insider Transactions at MSC Industrial Direct

In other news, Director Mitchell Jacobson acquired 27,642 shares of the company's stock in a transaction dated Tuesday, April 8th. The shares were bought at an average price of $69.77 per share, with a total value of $1,928,582.34. Following the purchase, the director owned 1,951,725 shares of the company's stock, valued at approximately $136,171,853.25. This represents a 1.44% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 18.30% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the company. Headlands Technologies LLC bought a new position in shares of MSC Industrial Direct during the 4th quarter valued at about $25,000. Clearstead Trust LLC acquired a new stake in MSC Industrial Direct during the first quarter valued at approximately $25,000. Investment Management Corp VA ADV boosted its holdings in MSC Industrial Direct by 207.8% during the first quarter. Investment Management Corp VA ADV now owns 397 shares of the industrial products company's stock worth $31,000 after buying an additional 268 shares in the last quarter. Neo Ivy Capital Management acquired a new position in MSC Industrial Direct in the first quarter worth approximately $32,000. Finally, Farther Finance Advisors LLC increased its holdings in shares of MSC Industrial Direct by 895.0% in the first quarter. Farther Finance Advisors LLC now owns 597 shares of the industrial products company's stock valued at $46,000 after buying an additional 537 shares in the last quarter. 79.26% of the stock is owned by institutional investors and hedge funds.

About MSC Industrial Direct

MSC Industrial Direct Co, Inc, together with its subsidiaries, distributes metalworking and maintenance, repair, and operations (MRO) products and services in the United States, Canada, Mexico, the United Kingdom, and internationally. The company's MRO products include cutting tools, measuring instruments, tooling components, metalworking products, fasteners, flat stock products, raw materials, abrasives, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components, and electrical supplies.